Mark Underwood is a registered investment advisor at Mv Capital Management, INC., based in Bethesda, MD, with 23 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 511 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $7.5M | 0.85% |
| $7.5M - $10.0M | 0.80% |
| $10.0M - $12.5M | 0.75% |
| $12.5M - $15.0M | 0.70% |
| $15.0M - $17.5M | 0.65% |
| $17.5M - $20.0M | 0.60% |
| $20M+ | 0.60% |
Fees for over $20 million are individually assessed. MVCM's fee and minimum account requirements are negotiable in its discretion.
Fee Estimator
Location
3 Bethesda Metro Center, Suite 650, Bethesda, MD, 20814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Mv Capital Management, INC.
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Gv Capital Management,inc.
Securian Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.